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全球科技:Actio-360 相机:应用场景、生态、市场规模;AI 强化功能;从探险走向生活方式-Global Tech_ Action_360 camera_ Use cases; Ecosystem; TAM size; AI enhances functions; from adventure to lifestyle
2025-12-19 03:13
18 December 2025 | 2:58PM HKT Equity Research Global Tech: Action/360 camera: Use cases; Ecosystem; TAM size; AI enhances functions; from adventure to lifestyle We see increasing adoption of Action and 360 cameras driven by (1) the expanding base of internet and social media users, (2) the growing trend of video content, which attract more viewership and engagement than photo and text, (3) higher interest in sports, travel, adventure and daily life sharing, (5) easy to use and creative functions that are in ...